Purchases and Sales Made in Q4 2023 in Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA) during Q4 2023. The information is specifically focused on institutions that hold shares of HERITAGE FINANCIAL CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.23K- 5.83% |
$19.6K - $27.1K
|
19.9K
$495K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.24K- 1.26% |
$19.7K - $27.2K
|
97.2K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.29K- 2.67% |
$20.6K - $28.5K
|
47.1K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.43K- 7.65% |
$22.8K - $31.5K
|
17.3K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.74K- 4.51% |
$27.8K - $38.4K
|
36.9K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.78K- 6.84% |
$28.5K - $39.3K
|
24.3K
$604K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.89K- 0.79% |
$30.2K - $41.6K
|
238K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-2.36K- 72.39% |
$37.7K - $52K
|
900
$22.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.63K- 20.84% |
$42.1K - $58.1K
|
10K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.24K- 16.58% |
$51.7K - $71.4K
|
16.3K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.44K- 4.96% |
$54.9K - $75.8K
|
65.9K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.74K- 3.31% |
$75.7K - $105K
|
138K
$3.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-4.96K- 2.89% |
$79.3K - $109K
|
167K
$4.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-6K- 16.44% |
$95.8K - $132K
|
30.5K
$759K
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-6.1K- 1.35% |
$97.4K - $134K
|
446K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.68K- 4.05% |
$123K - $169K
|
182K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.76K- 53.99% |
$124K - $171K
|
6.61K
$165K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.94K- 6.44% |
$127K - $175K
|
115K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.1K- 10.5% |
$129K - $179K
|
69.1K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-8.96K- 21.3% |
$143K - $197K
|
33.1K
$824K
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.53K- 47.62% |
$152K - $210K
|
10.5K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.1K- 77.69% |
$161K - $222K
|
2.89K
$72K
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-12.7K- 7.72% |
$203K - $280K
|
152K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.6K- 22.47% |
$234K - $323K
|
50.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.7K- 45.72% |
$266K - $367K
|
19.8K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.8K- 47.06% |
$285K - $393K
|
20.1K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.8K- 12.67% |
$332K - $458K
|
143K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-21.4K- 39.64% |
$342K - $473K
|
32.7K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-25.4K- 61.48% |
$406K - $561K
|
15.9K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-28.9K- 43.29% |
$461K - $637K
|
37.8K
$942K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-34.6K- 20.68% |
$553K - $763K
|
133K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-55.2K- 27.17% |
$882K - $1.22M
|
148K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-61.5K- 22.52% |
$982K - $1.36M
|
212K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-80.2K- 35.57% |
$1.28M - $1.77M
|
145K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-85.2K- 35.89% |
$1.36M - $1.88M
|
152K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-90.5K- 8.85% |
$1.44M - $1.99M
|
932K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-147K- 54.24% |
$2.35M - $3.25M
|
124K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-154K- 69.9% |
$2.45M - $3.39M
|
66.1K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-198K- 64.68% |
$3.15M - $4.35M
|
108K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-224K- 10.11% |
$3.58M - $4.94M
|
1.99M
$49.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-317K- 59.08% |
$5.06M - $6.98M
|
219K
$5.46M
|